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Case Study
Gold bullion: the only physical commodity allowed in a SIPP or SSAS
The FCA has added physical gold Bullion to its list of ‘standard assets', and is the only physical commodity allowed in a SIPP or SSAS. This case study shows how an…
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Blog
Pensions are left just hanging around
When Theresa May called a snap General Election in April, few would have envisaged the outcome resulting in a hung parliament and no Conservative majority. So where…
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Blog
Capital Adequacy: experiences from the front line
Eight months on from the introduction of Capital Adequacy for SIPP providers, James Jones-Tinsley provides an overview of some of the practical challenges that both…
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Blog
HMRC vs in specie contributions – part II
In November 2016 we published a blog that focused on HMRC unexpectedly challenging SIPP providers on whether net pension contributions could be made in specie and s…
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Blog
Block Property Insurance: a building block to insuring property correctly
Assisting your clients with commercial property purchases via their Self-Invested Personal Pension (SIPP) or Small Self-Administered Scheme (SSAS) is, invariably, a…
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Blog
Spring Budget: MPAA reduced...despite calls to leave it unchanged
In a Policy Paper released after the Budget speech, the government states that it "believes that an MPAA of £4,000 should allow individuals who need to access their…
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Case Study
By GAD! Drawdown yields to lower levels
Without warning, new Government Actuary’s Department tables for capped drawdown suddenly appeared from HM Revenue & Customs (HMRC) on 18 January 2017. This case…
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Blog
Employer contributions: 'wholly and exclusively'
In his latest blog James Jones-Tinsley examines HMRC’s revised guidance surrounding employer contributions to registered pension schemes (including SIPPs and SSASs)…
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Blog
Pension Saving Statement: everything you need to know
In this blog we explain why you have might have received a Pension Savings Statement from us, in our capacity as the Scheme Administrator of your SIPP or SSAS, what…
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Case Study
Using a SSAS loan-back to assist a company’s expansion plans
Employer loan-backs are the unique feature of a SSAS. As the following case study serves to illustrate, SSAS loan-backs continue to offer an alternative source of f…